Add Membership Page

New Order

When ordering a membership, the Add Membership page is the part of the order process where you select a membership type and related products to include in the order. When you're done using this page, the selected products are added to a membership order item.
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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership

Getting Started

There are a few fields to help establish who will be receiving the historical record for this order item, what membership options can be purchased, and for what price.

Choosing a Customer

To get started, you can select the customer who is purchasing the membership. This helps determine who will be listed on the history of the order item. By default, the Bill To account for the order is selected as the customer but you can change this by entering full or partial name of the individual or company and clicking Nimble AMS, Staff View, Button, Lookup. If more than one account is found that matches the name entered, a message is shown to let you know and you can choose which account to use as the customer.

Reviewing the Customer's Current Membership Details

To see the details of the selected customer's most recent membership, click Current Membership Detail

Choosing a Membership Type

Membership Type lists all membership types available to the chosen customer, depending on if the customer is an individual or company. You can click Membership Type and select the membership type for the customer.

Choosing a Stage

You can use Stage to select what stage of a membership you'd like to select for the customer. If the customer is not a current member, the selection defaults to Join. If the customer is a current member, the selection defaults to Renew.

Choosing a Price Class

You can use Price Class to select the price class to use for the customer. If the user is a current member, the selection defaults to Member. If the customer is not a member, the selection defaults to Default.

Choosing Automatic Renewal

If the selected membership type is set up to be automatically renewable, you can select Automatically Renew? to enable automatic renewal for the membership.

Selecting Products

Products linked to the chosen membership type are displayed and you can hover over each product name to see some record detail or click to browse to the record for more information.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership, Product Details

Selecting Membership Products

The Membership Products section shows all products linked to the chosen membership type where Purpose is Primary. If there is only one Primary linked product, the product is automatically selected. If there are more than one Primary linked product, you can click to select a product for the customer.

You can change the Start DateEnd Date, and/or Price for each product in the list, so you can set the customer's membership term and cost.

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One Primary Product

Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership

Multiple Primary Products

Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership, Multiple Primary Products

Selecting Other Products

The Other Products section shows all products linked to the chosen membership type where Purpose is Required or OptionalRequired linked products are automatically selected; though you can deselect them if not needed. Optional and  linked products are not selected and you can select the ones needed for the customer.

You can change the Price for each product in the list, so you can set the cost of each product.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership, Other Products

Selecting Donation Products

The Donation Products section shows all products linked to the chosen membership type where Purpose is Donation. You can select one of more donation products, chose the appeal to which is relates, and enter the gift amount. Only appeals where Status is Active are displayed.

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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership, Donation Products

Adding Selections

Once your product selection is complete, you can click Save to add the order item to the cart or Cancel to discard your selections.

If you forget to click Save and browse to another page, your selections will be lost.

Editing an Order

After submitting an order, you may want to edit an order item with a membership if you need to correct a mistake, add or remove a membership, change the term, or handle a partial refund. When you're done using this page, the selected products are added to the order item with the chosen term and price with deselected products removed.
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Nimble AMS, Staff View, The Order Process, Add Items Step, Add Membership, Edit

Reviewing and Adjusting Information

To help set context for changes to the order, you can review the selected customer, membership type, and stage selections for the order item. These selections cannot be changed, but highlight to whom selections are designated, the type of membership that was ordered and in what stage.

If you'd like to change the customer, membership type, or stage for a membership in the order, we recommend that you delete the current order item and add a new order item with your desired settings and product selections.

Also, you can select the price class for the customer purchasing the merchandise which controls the prices for the displayed products, as well as–if the selected membership type is set up for automatic renewal–you can select to enable or disable automatic renewal.

Adjusting Selections

When you are editing, the Membership Products and Other Products, and Donation Products sections display the previously selected products, dates, and prices.

You can select products with a click, which are then shown in green. When a product selection is removed, it is shown in red. In addition to changing selections, you can also adjust the dates and price for each product. The price of each is updated with each adjustment so you can see the impact of each change.

To edit a donation that was added when ordering the membership, you'll need to edit the donation order item directly, as the donation is not show on the Add Membership page.

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Nimble AMS, StaffView, The Order Process, Add Items Step, Add Membership, Edit Product Selection

Adding Selection Adjustments

Once your product selection adjustments are complete, you can click Save to add the order item to the cart or Cancel to discard your changes.

If you forget to click Save and browse to another page, your selection adjustments will be lost.